We are live on ! Find out more
MPT

Medical Properties Trust

500 hedge funds and large institutions have $1.66B invested in Medical Properties Trust in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 193 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 76

2% less funds holding

Funds holding: 510500 (-10)

7.11% less ownership

Funds ownership: 71.12%64.01% (-7.1%)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 193

17% less capital invested

Capital invested by funds: $2B → $1.66B (-$343M)

37% less call options, than puts

Call options by funds: $122M | Put options by funds: $193M

Holders
500
Holders Change
-10
Holders Change %
-1.96%
% of All Funds
7.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
76
Increased
162
Reduced
193
Closed
76
Calls
$122M
Puts
$193M
Net Calls
-$70.6M
Net Calls Change
+$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
551
First Citizens Bank & Trust
North Carolina
-$63.5K -13,520 Closed
STA
552
Summit Trail Advisors
New York
-$63K -13,409 Closed
I
553
INVST
Indiana
-$58.7K -13,021 Closed
TC
554
TownSquare Capital
Utah
-$58.1K -12,358 Closed
KeyBank National Association
555
KeyBank National Association
Ohio
-$55.6K -11,838 Closed
Envestnet Portfolio Solutions
556
Envestnet Portfolio Solutions
Illinois
-$53.4K -11,355 Closed
IF
557
Intrua Financial
Texas
-$53.2K -11,310 Closed
XF
558
XML Financial
Maryland
-$53K -11,287 Closed
KP
559
Keel Point
Alabama
-$50.7K -10,791 Closed
BWP
560
Balboa Wealth Partners
Arizona
-$49.8K -10,604 Closed
KIA
561
KCM Investment Advisors
California
-$49.5K -10,533 Closed
FFWM
562
Future Financial Wealth Management
Ohio
-$37.6K -8,000 Closed
CSB
563
City State Bank
Iowa
-$24K -5,020 Closed
First Manhattan
564
First Manhattan
New York
-$22.1K -4,700 Closed
CIBC Private Wealth Group
565
CIBC Private Wealth Group
Georgia
-$15.1K -3,350 Closed
OCM
566
Orion Capital Management
California
-$11.1K -2,368 Closed
Qube Research & Technologies (QRT)
567
Qube Research & Technologies (QRT)
United Kingdom
-$9.2K -1,957 Closed
MIM
568
Macroview Investment Management
Maryland
-$9.1K -1,936 Closed
CTWM
569
Cherry Tree Wealth Management
Minnesota
-$5.56K -1,182 Closed
AssetMark Inc
570
AssetMark Inc
California
-$4.7K -1,000 Closed
FCA
571
FinTrust Capital Advisors
South Carolina
-$3.18K -676 Closed
NS
572
NBC Securities
Alabama
-$1K -400 Closed
CA
573
Clearstead Advisors
Ohio
-$2.02K -362 Closed
SWM
574
Spire Wealth Management
Virginia
-$1.4K -298 Closed
HGERS
575
Householder Group Estate & Retirement Specialist
Arizona
-$353 -75 Closed

MPT Hedge Fund Activity: Q2 2024 in Review

500 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2024, worth a combined $1.66B — down 17% from $2B a quarter earlier.

Fund positioning in MPT was balanced in Q2 2024: 76 funds opened new positions, 76 closed out, 162 added to existing stakes and 193 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $13.1M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $46.8M sold.

  • 500 institutional investors held Medical Properties Trust (MPT) as of Q2 2024, down from 510 in Q1 2024.
  • Funds reported $1.66B of Medical Properties Trust stock for Q2 2024, down 17% quarter-over-quarter.
  • 76 funds opened new Medical Properties Trust positions in Q2 2024 and 76 closed out, a net change of 0 holders.
  • The largest Medical Properties Trust buyer in Q2 2024 was Balyasny Asset Management, an estimated $13.1M added.
  • The largest Medical Properties Trust seller in Q2 2024 was Centersquare Investment Management, an estimated $46.8M sold.

Based on aggregated 13F filings for Q2 2024.